Purchases and Sales Made in Q1 2024 in Vertiv Holdings CO (VRT)
This table provides information about the institutional ownership of Vertiv Holdings CO (VRT) during Q1 2024. The information is specifically focused on institutions that hold shares of Vertiv Holdings Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.12KNew |
$188K - $341K
|
4.12K
$357K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.08KNew |
$186K - $338K
|
4.08K
$354K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.01KNew |
$183K - $332K
|
4.01K
$348K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
3.94KNew |
$180K - $326K
|
3.94K
$342K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
3.9KNew |
$178K - $322K
|
3.9K
$338K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.88K+ 53.83% |
$177K - $320K
|
11.1K
$960K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.86KNew |
$176K - $319K
|
3.86K
$335K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
3.84K+ 9.75% |
$175K - $318K
|
43.3K
$3.75M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.81K+ 0.95% |
$174K - $315K
|
407K
$35.3M
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.8KNew |
$173K - $314K
|
3.8K
$330K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.79K+ 46.22% |
$173K - $314K
|
12K
$1.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
3.73KNew |
$170K - $308K
|
3.73K
$323K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.67K+ 27.83% |
$167K - $304K
|
16.9K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.66KNew |
$167K - $303K
|
3.66K
$318K
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.65K+ 1019.27% |
$166K - $302K
|
4.01K
$347K
|
|
|
May 13, 2024
Q1 2024
|
Tredje Ap Fonden
|
BUY
|
- |
3.64K+ 6.71% |
$166K - $301K
|
57.9K
$5.01M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.54K+ 6.96% |
$161K - $293K
|
54.5K
$4.72M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
3.53K+ 76.57% |
$161K - $292K
|
8.15K
$706K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
3.52KNew |
$160K - $291K
|
3.52K
$305K
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
3.5KNew |
$159K - $289K
|
3.5K
$303K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.49KNew |
$159K - $288K
|
3.49K
$302K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.48KNew |
$158K - $287K
|
3.48K
$301K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3.43K+ 49.36% |
$156K - $283K
|
10.4K
$898K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
3.4KNew |
$155K - $281K
|
3.4K
$295K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.34KNew |
$152K - $276K
|
3.34K
$289K
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
3.32K+ 6.23% |
$151K - $274K
|
56.6K
$4.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.26KNew |
$148K - $269K
|
3.26K
$282K
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.21K+ 10.74% |
$146K - $265K
|
33.1K
$2.87M
|
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
3.13KNew |
$142K - $258K
|
3.13K
$271K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.11K+ 36.98% |
$142K - $257K
|
11.5K
$1M
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
3.11KNew |
$141K - $257K
|
3.11K
$269K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
3.1KNew |
$141K - $256K
|
3.1K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3.07KNew |
$140K - $254K
|
3.07K
$266K
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.04KNew |
$139K - $251K
|
3.04K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.04KNew |
$138K - $251K
|
3.04K
$263K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.95K+ 25.75% |
$134K - $244K
|
14.4K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.95K+ 7.62% |
$134K - $244K
|
41.6K
$3.61M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.92KNew |
$133K - $242K
|
2.92K
$253K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.92KNew |
$133K - $241K
|
2.92K
$253K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
2.88KNew |
$131K - $238K
|
2.88K
$250K
|
|
|
May 14, 2024
Q1 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
2.88KNew |
$131K - $238K
|
2.88K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.84KNew |
$129K - $235K
|
2.84K
$246K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.83KNew |
$129K - $234K
|
2.83K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.82KNew |
$129K - $233K
|
2.82K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
2.79K+ 74.26% |
$127K - $231K
|
6.55K
$568K
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
2.78K+ 9.73% |
$127K - $230K
|
31.3K
$2.72M
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.77KNew |
$126K - $229K
|
2.77K
$240K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.76KNew |
$126K - $228K
|
2.76K
$239K
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
2.75KNew |
$125K - $227K
|
2.75K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.73KNew |
$124K - $226K
|
2.73K
$237K
|